Partner at Sequoia Capital based in London (3 years), previously at Accel (Excel) and Atomico (Tomico); focuses on early-stage AI, infrastructure, and application investments; known for founder assessment frameworks and conviction-driven investing.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
ClickHouse is signing up the next generation of software companies outside traditional tech (e.g., car washes, auction companies in Iowa) — this expansion into the real economy creates a sticky, compounding business that complements AI-native adoption.
Sierra sells customer support resolution outcomes at 1/5th the cost of human agents — starting as copilot but quickly moving to autopilot where AI runs entire workflow end-to-end and collects fee from outcome, not tool. This is the $1 vs $6 services-to-software shift.
Julien missed Revolut as first VC investment (lost to Index/Balderton) but personally invested via SPV at ~$200M valuation; now worth $100B+. His mother invested 50/50 and retired at 74 — best investor in the family.